family offices with their estate planning needs. Key responsibilities... include: - Drafting, implementing, and administering sophisticated lifetime and testamentary planning strategies. - Handling estate and trust administration. - Advising... clients on estate...
a practice focused on estate and probate matters. This... trusts, advising clients on estate planning, and handling surrogate’s... court proceedings. The attorney will work collaboratively within a multi-disciplinary firm environment and will be expected to grow their practice while maintai...
in the area of trusts and estates. Key responsibilities include: - Advising clients on estate and probate matters. -... Drafting wills and trusts. - Handling surrogate’s court proceedings. - Engaging in Medicaid planning (preferred). - Demonstrating strong... drafting, litigation, negotiatio...
Job Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... drafting memorandums involving complex tax matters. - Identifying and implementing... tax planning opportunities. - Handling and... resolving tax controversies. - Overseeing complete tax......
of attorney, and other estate planning documents. - Advising clients... on estate planning strategies and tax... including probate proceedings. - Representing clients in trust and estate litigation matters. - Conducting legal... research and staying current with changes in trust and estate law. -...
Title: Defense Litigation Associate Attorney – Medical and Life Sciences Job Description: The Defense Litigation Associate Attorney will join the Medical and Life Sciences team at the law firm, supporting the defense of general and premises liability matters for various clients, including...
highly sensitive matters for clients. The responsibilities include providing top-tier counseling on a wide variety of issues related to estate planning, tax, real estate,... family disputes, strategic business... organization, and succession planning. The role involves working... with family offices, famil...
of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship Proceedings, Estate Planning, and Real Property... Transfers. Specific duties include: - Handling Probate, Administration, and fiduciary support within Surrogate’s Courts. - Drafting petitions and commu...
firm, providing comprehensive legal services in estate planning, estate and trust... administration, fiduciary litigation, and transfer tax issues. The primary responsibilities... include: - Drafting sophisticated estate planning documents tailored to... the... needs of individuals, families, family offices, and corporate fiduciaries. - Managi...
The primary responsibilities include estate and trust planning and... administration. The role requires collaboration with a team, necessitating excellent communication and teamwork skills. The candidate will be involved in drafting documents, managing client relationships, and ensuring compliance with legal standards...
centered around trust and estate planning and administration. Key... responsibilities include: - Drafting estate planning documents, petitions, and... supporting materials for probate and administration proceedings. - Collaborating with senior attorneys to develop effective case strategies and ensure robust representation of clients. - Making...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: - Manages tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Reviews individual,... trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing written and......
Job Title: Wealth Management Tax Services Manager Job Responsibilities: The Wealth... Management Tax Services Manager is tasked... overseeing all facets of tax compliance for highly complex... and individual and gift tax returns. Key responsibilities include: -... Developing and maintaining advanced tax planning strategies for high-net-worth......
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: - Oversee multiple... analysis, and research on estate, gift, and trust planning... matters, ensuring clients receive... sophisticated guidance on complex EGT issues. - Develop and maintain strong client relationships by delivering exceptional...
Job Title: Tax Manager, Private Client Services... Job Responsibilities: A Tax Manager, Private Client Services... is tasked with providing tax compliance and consulting services... The role involves managing tax and consulting engagements and... and addressing client needs, tax planning, and consulting opportunities.......
Job Title: Wealth Management Tax Services Manager Job Responsibilities: The Wealth... Management Tax Services Manager is tasked... with overseeing tax compliance for complex accounts... and individual and gift tax returns. The role involves... developing and maintaining advanced tax planning strategies for high-net-worth......
Job Title: US Seasonal Tax-Financial Services Organization- Private Client... to question existing processes. - Produce technical writing and research within a tax context. - Perform high-quality reviews... of complex tax returns. - Handle High Net... Worth and Individual Tax Returns, or complex partnershi......
Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and sustain... relationships with top real estate companies. - Collaborate cross-functionally within... the company to expand existing business and offer diverse business solutions to clients and prospects. - Analyze industry trends to...
Job Title: Senior Associate, Tax - Private Client Job Responsibilities: The... Senior Associate, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... The role involves: - Offering tax compliance and advisory services... to individuals, partnerships, trusts, estates, and...
Job Title: Senior Associate, Tax - Private Client Job Responsibilities:... The Senior Associate, Tax - Private Client at... role in offering sophisticated tax compliance, consulting, and planning... This role involves: - Providing tax compliance and tax advisory... services to individuals, partnerships, trusts,...
Job Title: Tax Services Senior Manager -... FSO - Fiduciary/Trust Estate Advisory Services Job Responsibilities: - Conduct... of complex trust and estate accountings. - Manage teams to... ensure the accuracy and timely delivery of work products to clients. - Oversee client relationships and actively...
in the creation of estate plans for high-net-worth clients... and draft estate planning documents. - Stay up-to-date... relevant state and federal tax laws. - Advise shareholders of... closely held corporations on estate and gift tax issues,... executive compensation issues,... and business succession. -...
The associate will work on sophisticated and highly sensitive matters for clients, including family offices, family business owners, and individual clients. The primary responsibilities include providing top-tier counseling on a variety of issues such as estate planning, tax, real es......
Draft, review, and finalize estate planning documents, including wills,... trusts, powers of attorney, and healthcare proxies. - Provide legal advice and oversee probate and trust administration, which includes preparing court filings, inventories, and accountings. Court appearances are required as needed....
information, maintaining client contact, and finalizing documents while ensuring the proper maintenance of client files. Key duties include: - Drafting Estate Planning, Elder Law, Special... Needs Planning Documents, and Trust and... Estate Administration Documents. - Keeping cases... organized by establishing and orga...
Job Title Domestic Estate Planning Associate Job Responsibilities... The Domestic Estate Planning Associate will join... the Private Client and Tax team in the New... clear, creative, and enduring estate planning. The candidate will... practice and trust and estate administration/planning. This includes advising......
primarily serving high-net-worth clients. The responsibilities include: - Providing advice and counsel on general estate planning matters, tax planning,... asset protection, and business... succession planning strategies and techniques. - Performing... transactional work, such as drafting wills, revocable and irrevocable trusts, and operatin...
on high-end trust and estate planning. The role involves... team of legal professionals to advise clients on complex estate planning strategies, including drafting... and implementing wills, trusts, and other estate planning documents. Associates will... work closely with clients to understand...
representing high-net-worth clients. Key responsibilities include: - Performing transactional work such as drafting wills, revocable and irrevocable trusts, and operating and shareholder agreements. - Quantifying tax impacts of estate and business succession plans.... - Working on estate and trust adm...
Title: Staff Attorney Job Responsibilities: The Staff Attorney will be engaged in providing legal advice, assistance, outreach, and community legal education primarily to older adults residing in the Capital Region of New York State. The key areas of focus include income/benefits, healthcare,...
Job Title: Core Tax Manager Job Responsibilities: The Core Tax... Manager at the company... preparation of all clients’ tax returns, whether prepared personally... technical skills in various tax and accounting areas, along... Technical review and approval of all tax returns and governmenta...
Job Title: Tax Manager Job Responsibilities: - The Tax... Manager is responsible for... preparation of all clients’ tax returns, whether prepared personally... technical skills in various tax and accounting areas, along... supervisory skills. - Performs technical tax review and approval of... all tax returns and governmental tax......
Job Title: Associate Director Tax Services Job Responsibilities: - Lead the... delivery of comprehensive international tax services, providing guidance to... multinational companies on the tax implications of their international... operations. - Coordinate . tax laws with foreign tax... laws to develop optimal... worldwide tax strategies. - Oversee all aspects... tax...
Title: Senior Manager of Tax Services Job Responsibilities: - Strategic Tax... Structuring and Planning: Lead... research and consultation on tax-efficient structuring tailored for high-net-worth... expert guidance on international tax developments and implications, offering... pass-through entities and individuals. - Tax Compliance Oversight: Oversee primary......
Job Title: Manager of Tax Services Job Responsibilities: -... Tax Structuring and Planning: Conduct... and provide consultation on tax-efficient structuring tailored for high-net-worth... clients' understanding of international tax developments and implications, offering... entities and individuals. - Tax Compliance: Perform primary and......
experience. - Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries. - Obtains, reviews, and monitors all estate planning documents periodically to... ensure they fit individual client’s current circumstances. - Analyzes and interprets legal ins...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is responsible for fulfilling the fiduciary responsibilities of Company by providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and their...
Title: Finance & Accounting Manager Job Responsibilities: - Financial Management Reporting: - Manage daily and weekly cash flow and liquidity reporting. - Prepare monthly financial reporting packages including profit and loss statements, cash flow statements, and billing/collections key performance indicators. - Work...
years of experience in Estate Planning, Trust Administration, Litigation,... or Real Estate. Experience with personal finance,... and basic tax, investment and accounting knowledge.... New York bar admission required; other states are a plus. Professional self-starter with strong follow-through and good...
Job Title: Trust & Estate Attorney (Senior Counsel or... Responsibilities: The Trust & Estate Attorney at the Senior... unique needs and crafting estate plans tailored to those... needs, including the design of wills, trusts, beneficiary designations, and other asset transfer...
Job Title: Estate Planning and Elder Law... regarding asset protection and estate tax planning strategies -... Advising clients on estate administration - Drafting legal... Making court appearances for estate proceedings - Supervising paralegals... Education and Experience Information: - Juris Docto...
providing them with top-notch estate planning services. We are... a candidate with at least 10 years of experience in trusts and estates law, specifically focusing on estate planning for high-net-worth individuals.... If you have a passion for serving clients and...
in the areas of estate planning, estate and trust... both basic and sophisticated estate planning documents incorporating estate... and income tax planning. -... on asset protection. - Conduct estate planning for high-net-worth clients,... elder law and Medicaid planning. - Manage guardianships and provide......
Job Title: Trust & Estate Associate Job Responsibilities: The Trust &... Estate Associate will be responsible... individuals and trusts in estate, income, and gift tax... planning matters. The role involves... participation in trust and estate administration, requiring the associate... to manage various...
for working within the Private Client Department, focusing on high-net-worth trust and estate planning and administration. Key... responsibilities include: - Providing advice on all aspects of estate, gift, and charitable planning,... closely held businesses, administration... of estates and trusts, and fidu...
to clients on personal planning matters. - Identify opportunities for... capacity. - Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. -... Assist Bankers and other... team members in their new business efforts. - Cultivate relationship...
to join their team in New York, NY. The successful candidate will provide comprehensive estate planning and administration services... in a dynamic and global sophisticated estate planning and review... estate and gift tax ... probate court effec...
providing top legal services. They provide a collaborative, professional, and client-focused environment for candidates to thrive in. This role will focus primarily on estate planning, with some exposure... to trusts and estate administration matters. The ideal... candidate will bring p...